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Samuel R

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Samuel Remy is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase bank and J.P. Morgan Securities Inc. since 2010. He is based in Denver, Colorado. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and integrates unique institutional capabilities such as in-house research, derivatives services, and specialized lending solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Isabella L

Series 66

Brooklyn Heights, NY

Citigroup Global Markets

Isabella Laine is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her background includes roles at Citi, State Street Investment Management, and various educational institutions. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Anjana S

Series 63, Series 65

Long Island City, NY

Citigroup Global Markets

Anjana Sengupta is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018. Prior to that, she was employed by The Prudential Insurance Company of America and PRUCO Securities, LLC from 2015 to 2018. She volunteers part time with Prelude To A Cure Inc., a nonprofit organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor investments, combining large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Michael R

Series 66

Stamford, CT

Citigroup Global Markets

Michael Randone is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including roles at both Citibank and Citigroup Global Markets. Outside of his advisory role, he is a partner at Apollo Visionary Ventures LLC, an investment entity involved in real estate in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and combines large institutional scale with unique market roles and commercial arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Giesella E

Series 63, Series 66

Yorba Linda, CA

Citigroup Global Markets

Giesella Earley is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 designations. She has 14 years of industry experience and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Dennis M

Series 63, Series 65

Grenada Hills, CA

Citigroup Global Markets

Dennis Mai is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, and it provides bespoke discretionary solutions for very large relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Gonzalo L

Series 63, Series 65

New York, NY

Citigroup Global Markets

Gonzalo Luchetti is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has held his current role at Citigroup since 2007 and holds the Series 63 and Series 65 professional designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles, enabling tailored solutions for a diverse client base.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Brunilda V

Series 63, Series 66

Oak Brook, IL

Citigroup Global Markets

Brunilda Veliu is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains a combination of large institutional scale along with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Rabih M

Series 65, Series 66

Northridge, CA

Citigroup Global Markets

Rabih Msallem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jin Wen L

Series 63, Series 66, Series 65

Uniondale, NY

Citigroup Global Markets

Jin Wen Lin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has been with Citigroup Global Markets since 2013. He holds Series 63, Series 65, and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and distinctive market roles, including research, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Dominique A

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Dominique Abou Zeid is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alessio F

Series 66

San Francisco, CA

Citigroup Global Markets

Alessio Fabri is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following a three-year tenure at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Natalia G

Series 63, Series 65

New York, NY

Citigroup Global Markets

Natalia Grisales is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Laszlo R

Series 66

San Francisco, CA

Citigroup Global Markets

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Lisa F

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Lisa Fiallos is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Her career includes roles at Citibank, TSR Consulting Services, and New York Community Bank/Amtrust Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm employs both discretionary and non-discretionary strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Edward V

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Edward Vizcaino is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a passive owner and manager partner of an asset protection and estate planning vehicle involved in real property. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including in-house research and execution capabilities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Miguel F

Series 63, Series 65

Harrington Park, NJ

Citigroup Global Markets

Miguel Fernandez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Camryn D

Series 66

San Francisco, CA

Citigroup Global Markets

Camryn Demko is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Camryn worked at Outdoor Voices and taught at Saint Mary's College of California and Patrick Henry High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and swap dealer services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Rosalba S

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Rosalba Salinas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities for six years before joining her current firm in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Cassidy D

Series 66

New York, NY

Citigroup Global Markets

Cassidy Doyle is a financial advisor at Citigroup Global Markets with seven years of industry experience. Doyle holds the Series 66 designation and has previously worked at J.P. Morgan and the University of Florida Office for Student Financial Affairs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm integrates a range of strategies and proprietary oversight processes, combining large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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